GWN Welcomes CEO

Global Wealth Management (GWM) named its new CEO on Wednesday, in alignment with its announcement of exceeding $1 billion in assets under advisement (AUA).

GWM announced the promotion of Ivan Minkov from chief financial officer (CFO) to chief executive officer.

“Exceeding $1 billion in AUA is a tremendous accomplishment that reflects the trust our clients place in us and the dedication of our team,” said Grant Conness, co-founder of Global Wealth Management. “Ivan has played a key role in our firm’s evolution, and his leadership will be instrumental in driving the next phase of growth.”

“Crossing the $1 billion mark in AUA is a milestone that fuels our vision for the future – one where innovation, personal relationships, and a simplified approach to retirement planning continue to drive our success,” added Andrew Costa, co-founder of Global Wealth Management. “Ivan has a deep understanding of our business, our culture, and our future goals, and we couldn’t be more excited to have him leading the firm as CEO.”

Under Minkov’s leadership, GWM will focus on enhancing client services, expanding its advisor network, and incorporating solutions aimed at improving efficiency and scalability.